Pengana Capital

Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.

Join us as Murdoch sits down with Russell Pillemer, CEO of Pengana Capital Group to discuss their view on equities and private credit.

GCM Grosvenor CIO and Pengana Private Equity Trust Fund Manager Fred Pollock pulls back the curtain on the private equity landscape.

Historically, private equity investments have primarily only been accessible to large and sophisticated institutions, endowment funds, family offices, and a limited...

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts) weighing heavily on the...

India’s richest man disrupted the Indian telecom market two years ago when his company, Reliance Jio, began offering free voice and data services to everyone for an...

Tabcorp has long been the number 1 operator of sports and racing wagering in Australia, with exclusive retail licences now across all States and Territories (with the...

Australia’s ageing population continues to grow due to increasing life expectancy. As the majority of companies operating in the retirement space focus on the higher...

As with all of our investments we are looking for a company with a current sustainable after tax cash earnings yield of 6 – 8% p.a. with strong growth for the medium...

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting...